Automate Proposal Generation Across Zendesk with AI
Purpose-built AI agent for Proposal Generation — connects to Zendesk in minutes so your team can stop doing the work by hand.
Proposal v1 drafted. Cover email queued:
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the trigger event and pull the contact's context
- 2Draft the message in your team's voice
- 3Cite each personalized line's source
- 4Queue for your review or auto-send by confidence
Get started in three steps
Connect Zendesk
Authorize Zendesk and Arahi AI immediately starts monitoring incoming tickets and support events.
Configure Ticket Workflows
Set up AI triage rules — classify tickets by type, assign priority, and route to the right agent in Zendesk.
Resolve Faster & Track Results
AI handles routine tickets and drafts responses in Zendesk. Monitor resolution times and satisfaction scores live.
Northwave · Arahi proposal (v1) — for your Friday review
Attached is the v1 proposal for Northwave — 18 seats, 12-month term, $138K ACV with the early-renewal credit applied.
Personalized using LinkedIn activity from the last 30 days.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to procurement@northwave.io.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Generate a tailored proposal with @Zendesk for the Northwave deal — pull scope f
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
All data exchanged between Zendesk and Arahi AI during proposal generation processing is encrypted in transit and at rest. We use OAuth tokens for Zendesk access, never store raw credentials, and maintain full audit logs of every proposal generation action.
When the AI hits an edge case during proposal generation processing in Zendesk, it escalates to your team with full context — the Zendesk record, what was attempted, and why it needs review. Your proposal generation pipeline never stalls or loses data.
Yes. You can run proposal generation workflows in test mode using sample Zendesk data before activating on live records. This lets you verify every proposal generation rule works correctly with your Zendesk setup before processing real data.
Most users connect Zendesk and launch their first proposal generation automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure proposal generation-specific rules through a visual no-code builder.
The Zendesk integration maintains a persistent real-time connection for proposal generation automation with automatic retry logic and continuous monitoring. If Zendesk experiences downtime, queued proposal generation tasks process automatically once connectivity resumes.
Yes. You can create parallel proposal generation workflows that respond to different Zendesk events or conditions. For example, one proposal generation flow for new Zendesk records and another for updated ones — each with independent rules and actions.
Yes. You define exactly which Zendesk events start proposal generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so proposal generation actions only fire when your specific criteria are met in Zendesk.
No coding required. The no-code builder walks you through connecting Zendesk and configuring proposal generation rules visually. Your team can set up, modify, and manage Zendesk-based proposal generation workflows without any developer involvement.
Arahi AI connects to Zendesk via one-click OAuth, then runs proposal generation workflows that read and write Zendesk data on a schedule or in response to triggers. You configure the rules once; the agent executes proposal generation across every relevant Zendesk record without developer involvement.
Zendesk holds the data; AI supplies the judgment and throughput. Together they turn proposal generation from a manual, inconsistent process into one that runs at machine speed with a consistent quality bar — freeing your team to focus on the Zendesk-adjacent work that genuinely needs human attention.
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